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$5.9+ trn
UBS Group invested assets
As of 06/30/2024
It's never been more important to access resources and opportunities where you are, but also globally as well. As our client, you are supported by the powerful platforms and solutions of one of the world's leading wealth managers. You can be confident that we provide you with perspective that reaches across continents.
Financial Advisor
Rusty Cappelen is a financial advisor at UBS where he works on the Riomar Wealth Management Group with his father, also, Rusty Cappelen and their associate Diane Nelson.
Prior to joining UBS, Rusty owned a handful of small businesses and worked with a venture capital fund, which provided him with a great understanding of what business owners needs are when he is providing financial advice. Rusty and his team bring a holistic approach to financial advising, which encompasses investment planning, retirement planning and estate planning.
Rusty also spent the better part of 12 years working in real estate - from residential and commercial sales to leasing large national anchored shopping centers, as well as running a development company.
Rusty studied Philosophy and Commerce at the University of Central Florida and obtained his Associates of Arts degree from Indian River State College.
Personal & Community
Education
Financial Advisor
Rusty Cappelen is a financial advisor at UBS where he works on the Riomar Wealth Management Group with his father, also, Rusty Cappelen and their associate Diane Nelson.
Prior to joining UBS, Rusty owned a handful of small businesses and worked with a venture capital fund, which provided him with a great understanding of what business owners needs are when he is providing financial advice. Rusty and his team bring a holistic approach to financial advising, which encompasses investment planning, retirement planning and estate planning.
Rusty also spent the better part of 12 years working in real estate - from residential and commercial sales to leasing large national anchored shopping centers, as well as running a development company.
Rusty studied Philosophy and Commerce at the University of Central Florida and obtained his Associates of Arts degree from Indian River State College.
Personal & Community
Education
24 questions for the '24 US election
Election day is fast approaching and the outcome could impact your portfolio. Connect with us for election insights and investment strategies that may be right for you.
The latest ElectionWatch report from our Chief Investment Office answers 24 of investors' frequently asked questions. Covering a range of concerns from taxes and inflation to investment considerations and monetary policy, this report can help inform your decisions regardless of the election's outcome.
$5.9+ trn
UBS Group invested assets
As of 06/30/2024
51 countries
Our global footprint
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UBS is a leading and truly global wealth manager
